Sector revenues:

1. Renewable energies (solar energy): 100%

TOP 3 markets and their percentage shares:

1. Spain: 65%
2. Italy: 20%
3. Portugal: 10%

Solaria Energía y Medio Ambiente, S.A. is a company that focuses entirely on the generation of solar energy. The majority of revenues come from the domestic market Spain, which is attributed to the strong presence and extensive solar projects in the country. Italy and Portugal are also significant markets where the company has expanded its activities in recent years to benefit from favorable climatic conditions and political support for renewable energies.

Production Sites: Spain, Italy, Portugal

Solaria Energía y Medio Ambiente, S.A. is a leading company in the field of solar energy and has its production facilities mainly in Spain. In addition, the company has expanded its activities to other European countries such as Italy and Portugal.

This strategic distribution of production sites allows Solaria to benefit from the favorable climatic conditions in Southern Europe and optimize logistics costs. By being close to the main markets, the company can react more efficiently to demand and strengthen its market position.

Installed Capacity Expansion: Target of 6.2 GW by 2026
Investment Volume: 1.8 billion euros (by 2026)

Solaria Energía y Medio Ambiente, S.A. is pursuing a growth strategy that heavily focuses on expanding its installed capacity. The company plans to increase its capacity to 6.2 gigawatts by 2026. This expansion is supported by an investment volume of around 1.8 billion euros.

Another key focus is on geographical diversification, particularly in Southern European markets, to benefit from favorable climatic conditions and support for renewable energies in these regions. Solaria also aims to lower the costs per megawatt-hour through technological innovations and efficiency improvements to enhance competitiveness.

Additionally, the company is leveraging strategic partnerships and joint ventures to strengthen its market presence and facilitate access to new markets. This is intended not only to promote growth but also to minimize risks through broader market diversification.

Main raw materials: Solar modules, silicon, aluminum

Countries of origin: China, Germany, USA

Solaria Energía y Medio Ambiente, S.A. is heavily reliant on the import of solar modules, primarily sourced from China. China is the world's largest producer of solar modules and offers competitive prices, making it a preferred supplier.

In addition, the company sources silicon, essential for the production of solar cells, from both China and Germany, where high-quality silicon products are manufactured. Aluminum, needed for the frames of the solar modules, is imported from both the USA and European countries to ensure the quality and sustainability of the products.

This import strategy enables Solaria to remain competitive and operate at the forefront of technology by relying on high-quality materials from various leading markets.

Market share in Spain: 12% (2025)
Installed capacity: 3.5 GW (2025)
Revenue growth: 18% (2025)

Solaria Energía y Medio Ambiente, S.A. has established itself as one of the leading providers in the solar energy sector in Spain. With a market share of 12%, the company is well positioned to benefit from the growing demand for renewable energy. The installed capacity of 3.5 GW demonstrates the company's ability to execute and operate large projects.

The revenue growth of 18% in 2025 highlights the strong market position and the ability to successfully implement new projects. Solaria benefits from increasing support for renewable energy through political measures and investments in sustainable technologies.

Solaria's competitive advantage lies in its specialized expertise in the solar sector, its strong presence in the Spanish market, and its ability to efficiently scale projects. This enables the company to compete and continue growing in a highly competitive market environment.

Institutional Investor Share: approximately 45% (estimated for 2026)

Insider Purchases/Sales: No significant changes reported (2026)

The institutional investor share in Solaria Energía y Medio Ambiente, S.A. is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company and its growth strategy in the renewable energy sector.

In 2026, no significant insider purchases or sales were reported, indicating a stable internal assessment of the company's development. This can be interpreted as a positive signal, as it reflects a certain level of management confidence in the future performance of the company.

Market share of Solaria Energía y Medio Ambiente, S.A.: Estimate 5-7% (2026)

Top competitors and their market shares:

1. Iberdrola, S.A.: 15-18%
2. Acciona Energía: 10-12%
3. Endesa, S.A.: 8-10%
4. Naturgy Energy Group, S.A.: 7-9%
5. EDP Renováveis, S.A.: 6-8%
6. Solaria Energía y Medio Ambiente, S.A.: 5-7%
7. Siemens Gamesa Renewable Energy, S.A.: 4-6%
8. Repsol S.A.: 3-5%
9. Enel Green Power: 3-5%
10. Vestas Wind Systems A/S: 2-4%

Moat of Solaria:

Solaria Energía y Medio Ambiente, S.A. has established itself as one of the leading providers of solar energy in Spain. Their moat mainly consists of their specialization in photovoltaic technologies and their strong presence in the Spanish market. Expertise in the development and operation of solar plants provides them with a certain technological advantage and quick adaptability to market changes.

Compared to larger competitors like Iberdrola and Acciona Energía, which have diversified energy portfolios and greater financial resources, Solaria's moat is less pronounced. These companies benefit from a broader geographical presence and stronger financial stability, allowing them to invest on a large scale in new technologies and markets.

Therefore, Solaria must focus on their niche strategy and innovation capability to maintain and expand their market share. The competitive advantage could be further strengthened through strategic partnerships and investments in new technologies.

Revenue Growth: 18% (2025 compared to 2024)
Installed Capacity: 4.5 GW (2025)
Expected Capacity Target: 6 GW by 2027

Solaria Energía y Medio Ambiente, S.A. recorded an impressive revenue growth of 18% in 2025 compared to the previous year. This indicates strong operational performance and increased demand for renewable energies.

The company increased its installed capacity to 4.5 GW in 2025 and plans to reach a capacity of 6 GW by 2027. This expansion demonstrates Solaria's commitment to further expanding its market position in the solar energy sector.

Additionally, Solaria benefits from favorable regulatory conditions and government incentives for renewable energies in Europe, further supporting its growth potential. Given these factors, Solaria's stock could present an attractive investment opportunity, especially for investors focusing on long-term growth in the renewable energy sector.

Dividend payment: No dividend (2026)

Solaria Energía y Medio Ambiente, S.A. has not distributed any dividends to its shareholders in recent years. The company has traditionally focused on reinvesting its profits into the growth and expansion of its renewable energy projects.

Solaria is heavily involved in the development and operation of solar power plants, which requires significant investments. Therefore, the company prioritizes reinvesting profits to strengthen its market position and ensure future growth. This could change in the future if the company achieves its strategic goals and attains a more stable financial position.